The Escarpment Advisory Group

The Escarpment Advisory Group
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The Escarpment Advisory Group

Welcome to The Escarpment Advisory Group's podcast. Rod and his team offer elevated wealth management through a disciplined and proven approach. Listen as Rod discusses current market conditions, financial literacy, and global economic circumstances. To learn more visit escarpmentadvisory.ca At The Escarpment Advisory Group, we’ve found that the best way to achieve financial security and peace of mind is to design a well-managed, evidence-based portfolio. We then focus on planning ahead and solving problems. The Escarpment Advisory Group is a personal trade name of Rod White.

  1. 1 DAY AGO

    Protecting Yourself From Scams

    In recent years, there has been a significant uptick in scams and identity theft, with cybercriminals employing increasingly sophisticated methods to deceive individuals and businesses alike.We've experienced these incidents firsthand, where clients' identities were hacked. In one instance, a fraudster impersonated a client and requested money from us. Please take 10 minutes to learn more!

    12 min

  2. JAN 9

    Views from The Escarpment – Launching The Escarpment Advisory Group!

    Hear from Rod why Rod White Financial Group is now The Escarpment Advisory Group.

    7 min

  3. JAN 8

    Views From The Escarpment: Is this the 90’s again?

    Additional market thoughts – 7 rapid fire thoughts including more to markets than just the U.S. To kick off 2025 we thought it would be best to pass on the top few points that we have consolidated from the many research reports and opinions we have received. It's feeling like it did in the mid 1990's. Risk is being ignored, return expectations are too high. Valuations are being overlooked. Potential damaging things to markets and the economy are being missed.

    14 min

  4. 12/20/2024

    O (no) Canada, finance minister resigns, bleak economic picture painted, Wall Street sells off, Snowbirds re-considering U.S. homes

    This was one of the toughest weeks I can remember we've had in Canada - lowest loonie level in years, finance minister resigns hours before an economic outlook, and high ranking politicians calling for the PM's resignation. We also saw a market fallout on Wednesday as the Dow fell 1,100 points notching its longest daily losing streak in 50 years.

    18 min

  5. 11/25/2024

    Expanding on The New Retirement

    Planning for a 30 year retirement retirement can be daunting, instead think in 5 or 10 year time horizons. Listen in on how we can help you achieve your bucket list!

    8 min

  6. 11/15/2024

    Intergenerational Wealth Planning - A Client Example

    In this episode, Rod walks us through a real-life example of our generational wealth planning strategies. Starting with a comprehensive financial plan, we demonstrate how to save on taxes while giving the next generation a head start on their savings. Don't keep us a secret, share us with your friends and family!

    10 min

  7. 11/03/2024

    The New Retirement – It’s Better & It’s Possible

    It’s time to re-think retirement. The New Retirement is better and is indeed possible.  Learn why and how in 15 minutes.

    14 min

  8. 10/10/2024

    Here's how to never be forced to sell an equity at an inopportune time...

    Our ‘bucket system’ has helped our clients protect their portfolios in down markets, keep them growing in up markets, and for those drawing down on their assets, keep the cash rolling in uninterrupted in retirement. Learn how!

    8 min
See All (28)

About

Welcome to The Escarpment Advisory Group's podcast. Rod and his team offer elevated wealth management through a disciplined and proven approach. Listen as Rod discusses current market conditions, financial literacy, and global economic circumstances. To learn more visit escarpmentadvisory.ca At The Escarpment Advisory Group, we’ve found that the best way to achieve financial security and peace of mind is to design a well-managed, evidence-based portfolio. We then focus on planning ahead and solving problems. The Escarpment Advisory Group is a personal trade name of Rod White.

Information

  • Creator
    The Escarpment Advisory Group
  • Years Active
    2023 - 2025
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © The Escarpment Advisory Group
  • Show Website
    The Escarpment Advisory Group

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